System and method for transforming and using content in other systems

ABSTRACT

A computer system and method is disclosed that transforms data for use in other applications. Several client workstations and servers are coupled together over a network. A client computer contains a user interface for performing the mapping and transformation. Data elements are mapped from a data source to a multi-dimensional cube. The multi-dimensional cube is transformed into a test recordset to determine if the data elements are mapped correctly. The mapping information is saved to a template. A server includes business logic for using the saved template to create a final recordset from the data source using the template. The server sends at least part of the recordset to a browser user interface on a client computer for display.

CROSS REFERENCE TO RELATED APPLICATIONS

The present application is a continuation of U.S. patent applicationSer. No. 10/802,442 filed Mar. 17, 2004 entitled “System and Method forTransforming and Using Content in Other Systems,” which is herebyincorporated by reference in its entirety.

BACKGROUND

Often, key corporate performance information contained in electronicreports is simply not available in a lower level system in a structuredformat. The primary reason is that substantial business logic oftenresides in report authoring tools. Such business logic could be locatedwithin ETL (Extract, Transform, and Load) processes so that the outputswould be available in a structured manner (typically the relationaldatabase management system) to subscribing systems for presentation.There are many reasons why this is often not the case in the real world.With the high incidence of merger and acquisition activity, it is oftenthe case that at a given point in time, a corporation may have multipleERP (Enterprise Resource Planning) systems, multiple data warehouseswith disparate ETL tools and processes, and key business informationresiding in Excel® spreadsheets, Access® databases, and other similardata formats. With this reality, it is not surprising that much of theintegration required to present key performance information isultimately accomplished within the reporting environment whereinformation can be integrated and cleansed much more rapidly thanchanges can be made to the data warehouses or source systems.

For the above reasons, reports are sometimes the best source for somesystems to retrieve certain types of information. However, the problemthat is quickly encountered is that most reporting tools do not providea means to access the information as it appears in the report. Forexample, in the BUSINESS OBJECTS® report tool it is possible to obtainthe data in the data provider, but this is prior to any calculation orformatting. It is likely that the report tool vendors do not providethis capability because the report is considered to be the final outputof the system, not as a data source for higher-level presentation. Somecompanies have attempted to solve this problem of obtaining informationfrom reporting systems by “scraping” a document that is intendedprimarily for viewing. Screen scraping has numerous limitations and doesnot allow the underlying data to easily be presented in different ways.

Many reporting systems have the ability to produce the reports in HTMLor other similar formats. Several systems have been developed for thepurpose of converting HTML pages or other such documents to structuredformats, such as XML. The immediate problem these systems encounter isthat HTML is not a structured data source. Each of these systems suffersignificant limitations when the system is applied to documents withcomplex layouts and multi-dimensional relationships, such as businessreports. These systems extract information from fairly simple HTMLdocuments that are published on the Web and contain content that issemi-structured in one or more basic tables. Most of these systems relyon the structure of the document as a basis for evaluating therelationship between data elements within the document. While this isuseful for fairly simple documents, especially those manually coded forthe Web, the reliance on internal document structure breaks downcompletely for documents that have complex layouts with multipledimensions, cross-tabs and multiple nested tables.

Many of the current systems do not consider the hierarchical nature ofinformation in reports. Other systems that do treat informationhierarchically still fail to capture the multi-dimensional nature of theinformation and often rely heavily on the underlying document structurefor the definition of the relationship. Thus, while they are able to mapseveral columns of an HTML table to a tree, they are not able to handlemulti-dimensional cross-tab reports with multiple nested tables. Thus,further advancements are needed in these areas.

SUMMARY

One form of the present invention is a unique system for transformingcontent for use in other applications.

Other forms include unique systems and methods to transform and usecontent in other applications. Yet another form includes unique systemsand methods to transform an unstructured or semi-structured documentinto a recordset.

Another form includes operating a computer system that has severalclient workstations and servers coupled together over a network. Atleast one client computer contains a conversion tool user interface formapping a data source to a multi-dimensional cube, transforming the cubeinto a recordset to test the mapping, and saving the mapping as atemplate. At least one server includes business logic for using thesaved template to create a final recordset from the data source and tosend at least part of the recordset to the browser user interface fordisplay. At least one client computer contains a browser user interfacefor receiving and displaying at least part of the data from therecordset.

Another form includes a computer system and method that transformscontent from a data source, such as a report, for use in other systems.Data elements are mapped from a data source to a multi-dimensional cube.The multi-dimensional cube is transformed into a test recordset todetermine if the data elements are mapped correctly. The mappinginformation is saved to a template. A final recordset is generated fromthe data source using the template, and at least part of the finalrecordset is used in another application.

Yet other forms, embodiments, objects, advantages, benefits, features,and aspects of the present invention will become apparent from thedetailed description and drawings contained herein.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a diagrammatic view of a computer system of one embodiment ofthe present invention.

FIG. 2 is a high-level process flow diagram for the system of FIG. 1.

FIG. 3A is a first part process flow diagram for the system of FIG. 1demonstrating the stages involved in mapping information from a staticdata source layout to a multi-dimensional cube.

FIG. 3B is a second part process flow diagram for the system of FIG. 1demonstrating the stages involved in mapping information from a staticdata source layout to a multi-dimensional cube.

FIG. 4A is a first part process flow diagram for the system of FIG. 1demonstrating the stages involved in mapping information from a dynamicdata source layout to a multi-dimensional cube.

FIG. 4B is a second part process flow diagram for the system of FIG. 1demonstrating the stages involved in mapping information from a dynamicdata source layout to a multi-dimensional cube.

FIG. 5 is a process flow diagram for the system of FIG. 1 demonstratingthe high-level stages involved transforming the cube into a recordset.

FIG. 6A is a first part process flow diagram for the system of FIG. 1demonstrating the stages involved in transforming the cube into arecordset.

FIG. 6B is a second part process flow diagram for the system of FIG. 1demonstrating the stages involved in transforming the cube into arecordset.

FIG. 7 is a process flow diagram for the system of FIG. 1 demonstratingthe stages involved in building a cube using rules for a dynamic layout.

FIG. 8 is a process flow diagram for the system of FIG. 1 demonstratingthe stages involved using the transformed data in a dashboardapplication.

FIG. 9 is a sample HTML report that can be used as a data source for thesystem of FIG. 1.

FIG. 10 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates specifying adata source, as described in the procedure of FIG. 3A.

FIG. 11 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding adimension, as described in the procedure of FIG. 3A.

FIG. 12 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding alevel, as described in the procedure of FIG. 3A.

FIG. 13 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding alevel to an existing level, as described in the procedure of FIG. 3A.

FIG. 14 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding valuesto a particular lowest level, as described in the procedure of FIG. 3A.

FIG. 15 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating that thepreviously selected values were added to the particular lowest level, asdescribed in the procedure of FIG. 3A.

FIG. 16 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating adding anotherdimension, as described in the procedure of FIG. 3A.

FIG. 17 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating adding values toanother lowest level, as described in the procedure of FIG. 3A.

FIG. 18 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating that thepreviously selected values were added to the particular lowest level, asdescribed in the procedure of FIG. 3A.

FIG. 19 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating adding a newmeasure and values for the measure, as described in the procedure ofFIG. 3B.

FIG. 20 is a treeview diagram illustrating the resulting hierarchy frommapping the sample HTML report of FIG. 9 into multiple dimensions andlevels, as shown in FIGS. 10-18.

FIG. 21 is a treeview diagram illustrating the resulting hierarchy frommapping the sample HTML report of FIG. 9 into multiple measures, asshown in FIG. 19.

FIG. 22 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating building the testrecordset, as described in the procedures of FIGS. 5-6.

FIG. 23 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating customizing thedata columns of the template, as described in the procedure of FIG. 5.

FIG. 24 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates settingdynamic table properties, as described in the procedure of FIGS. 4A-4B.

FIG. 25 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding a newdimension based on columns or rows, as described in the procedure ofFIGS. 4A-4B.

FIG. 26 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates adding a newlevel based on rules, as described in the procedure of FIGS. 4A-4B.

FIG. 27 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates addinganother level based on rules, as described in the procedure of FIGS.4A-4B.

FIG. 28 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 that illustrates addinganother level based on rules, as described in the procedure of FIGS.4A-4B.

FIG. 29 is a simulated screen of a conversion tool user interface forone or more client workstations of FIG. 1 illustrating customizing thedrill-down hierarchies of the template, as described in the procedure ofFIG. 5.

FIG. 30 is a simulated screen of a browser user interface administrativetool for one or more client workstations of FIG. 1 illustrating buildinga key performance indicator from a template, as described in theprocedure of FIG. 8.

FIG. 31 is a simulated screen of a browser dashboard user interface forone or more client workstations of FIG. 1 illustrating displaying datain one of the content windows that was retrieved using the template, asdescribed in the procedure of FIG. 8.

DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS

For the purposes of promoting an understanding of the principles of theinvention, reference will now be made to the embodiments illustrated inthe drawings and specific language will be used to describe the same. Itwill nevertheless be understood that no limitation of the scope of theinvention is thereby intended. Any alterations and further modificationsin the described embodiments, and any further applications of theprinciples of the invention as described herein are contemplated aswould normally occur to one skilled in the art to which the inventionrelates.

One embodiment of the present invention includes a unique system fortransforming and using content in other systems. FIG. 1 is adiagrammatic view of computer system 20 of one embodiment of the presentinvention. Computer system 20 includes computer network 22. Computernetwork 22 couples together a number of computers 21 over networkpathways 23 a-h. More specifically, system 20 includes several servers,namely Web Server 24, Reporting Server 25, Relational Database Server26, and Data Warehouse Server 27. System 20 also includes clientworkstations 30 a, 30 b, 30 c, and 30 d (collectively 30). Whilecomputers 21 are each illustrated as being a server or client, it shouldbe understood that any of computers 21 may be arranged to include both aclient and server. Furthermore, it should be understood that while eightcomputers 21 are illustrated, more or fewer may be utilized inalternative embodiments.

Computers 21 include one or more processors or CPUs (50 a, 50 b, 50 c,50 d, 50 e, 50 f, 50 g, and 50 h, respectively) and one or more types ofmemory (52 a, 52 b, 52 c, 52 d, 52 e, 52 f, 52 g, and 52 h,respectively). Each memory 52 a, 52 b, 52 c, 52 d, 52 e, 52 f, 52 g, and52 h includes a removable memory device. Each processor may be comprisedof one or more components configured as a single unit. Alternatively,when of a multi-component form, a processor may have one or morecomponents located remotely relative to the others. One or morecomponents of each processor may be of the electronic variety definingdigital circuitry, analog circuitry, or both. In one embodiment, eachprocessor is of a conventional, integrated circuit microprocessorarrangement, such as one or more PENTIUM III or PENTIUM 4 processorssupplied by INTEL Corporation of 2200 Mission College Boulevard, SantaClara, Calif. 95052, USA.

Each memory (removable or generic) is one form of computer-readabledevice. Each memory may include one or more types of solid-stateelectronic memory, magnetic memory, or optical memory, just to name afew. By way of non-limiting example, each memory may include solid-stateelectronic Random Access Memory (RAM), Sequentially Accessible Memory(SAM) (such as the First-In, First-Out (FIFO) variety or theLast-In-First-Out (LIFO) variety), Programmable Read Only Memory (PROM),Electronically Programmable Read Only Memory (EPROM), or ElectricallyErasable Programmable Read Only Memory (EEPROM); an optical disc memory(such as a DVD or CD ROM); a magnetically encoded hard disc, floppydisc, tape, or cartridge media; or a combination of any of these memorytypes. Also, each memory may be volatile, nonvolatile, or a hybridcombination of volatile and nonvolatile varieties.

Although not shown to preserve clarity, in one embodiment each computer21 is coupled to a display. Computers may be of the same type, or aheterogeneous combination of different computing devices. Likewise,displays may be of the same type, or a heterogeneous combination ofdifferent visual devices. Although again not shown to preserve clarity,each computer 21 may also include one or more operator input devicessuch as a keyboard, mouse, track ball, light pen, and/ormicrotelecommunicator, to name just a few representative examples. Also,besides a display, one or more other output devices may be included suchas loudspeaker(s) and/or a printer. Various display and input devicearrangements are possible.

Computer network 22 can be in the form of a Local Area Network (LAN),Municipal Area Network (MAN), Wide Area Network (WAN), such as theInternet, a combination of these, or such other network arrangement aswould occur to those skilled in the art. The operating logic of system20 can be embodied in signals transmitted over network 22, inprogramming instructions, dedicated hardware, or a combination of these.It should be understood that more or fewer computers 21 can be coupledtogether by computer network 22.

In one embodiment, system 20 operates at one or more physical locationswhere Web Server 24 is configured as a web server that hosts applicationbusiness logic 33, Reporting Server 25 is configured as a reportingserver for processing BUSINESS OBJECTS® reports or other corporatereporting systems 34, Relational Database Server 26 is configured as adatabase server for storing relational data 35, Data Warehouse Server 27is configured as a data warehouse server for storing warehouse data suchas data marts or OLAP cubes 36, client workstations 30 a and 30 b areconfigured for providing a browser-based user interface 32 a and 32 b,respectively, and client workstations 30 c and 30 d are configured forproviding a conversion tool user interface 32 c and 32 d, respectively.Typical applications of system 20 would include more or fewer clientworkstations of this type at one or more physical locations, but fourhave been illustrated in FIG. 1 to preserve clarity. Furthermore,although four servers are shown, it will be appreciated by those ofordinary skill in the art that the one or more features provided by WebServer 24, Reporting Server 25, Relational Database Server 26, and DataWarehouse Server 27 could be provided on the same computer or varyingother arrangements of computers at one or more physical locations andstill be within the spirit of the invention. Farms of dedicated serverscould also be provided to support the specific features if desired.

In one embodiment, conversion tool user interface (32 c and 32 d) is astandalone application containing both user interface code and businesslogic code that builds a transformation template and test recordset froma specified data source, as described herein. In such an arrangement,application business logic 33 on web server 24 contains business logicfor browser user interface (32 a and 32 b) and also contains at least aportion of the same business logic used in the standalone conversiontool (32 c and 32 d) so that a recordset for use in browser userinterface (32 a and 32 b) can be generated from the data source usingthe template upon demand. Various other arrangements are also possible,as would occur to one of skill in the art. As one non-limiting example,conversion tool (32 c and 32 d) could be a client/server applicationhaving all business logic included on a server, such as in applicationbusiness logic 33 of web server 24.

As illustrated and described in greater detail hereinafter, system 20 ina preferred embodiment is able to extract information from static anddynamic data sources such as electronic reports, regardless ofstructure, while allowing the user to apply his domain expertise todefine relationships between data elements, as they are perceived fromthe document. Any of servers 24-27 can be used as such a data source. Inone embodiment, a data source document contains a set of data elementsthat are related to each other in a multi-dimensional, hierarchicalmanner that may only be apparent to a viewer of the document. Using aconversion tool user interface (32 c or 32 d) the user can generate acube structure by focusing on a single dimension at a time, specifyingthe levels of that dimension with no concern for how it relates to otherdimensions. If the data source is dynamic, the user specifies rules thatwill be evaluated to generate the multi-dimensional cube. After buildinga multi-dimensional cube based on the static or dynamic data source,system 20 transforms the cube into a de-normalized recordset thatcaptures the dimensional relationships. The hidden structure of thedocument may be used as an aid to grouping data elements intorecordsets, but does not limit how such recordsets may be constructed.The resulting recordset can then be generated upon demand for use withinother applications, such as a dashboard application displayed in abrowser user interface (32 a or 32 b).

Referring also to FIG. 2, one embodiment for implementing system 20 isillustrated in flow chart form as procedure 100, which demonstrates ahigh-level process for the system of FIG. 1 and will be discussed inmore detail below. In one form, procedure 100 is at least partiallyimplemented in the operating logic of system 20. Procedure 100 beginswith identifying a data source to transform for use in other systems(stage 102). Using the conversion tool user interface (32 c or 32 d),the information is mapped from the data source to a multi-dimensionalcube (stage 104). The cube is optionally transformed to a recordset totest the mapping (stage 106). The mapped information is saved to atemplate (stage 107). When an application such as browser user interface(32 a or 32 b) requests the transformed data, a final recordset isgenerated from the current data in the data source using the template(stage 108). In one embodiment, application business logic 33 on webserver 24 receives a request from a browser user interface (32 a or 32b) for the transformed data, and then uses the template to transform thedata into a final recordset. The final recordset is then returned to thebrowser user interface (32 a or 32 b) as requested. The final recordsetis then used in the application (stage 110). The process then ends atstage 112.

Turning now to FIGS. 3A-3B, procedure 120 demonstrates the stagesinvolved in mapping information from a static data source layout todimensions, levels, and measures of a multi-dimensional cube. Adimension has levels containing values. One non-limiting example of adimension is “Period” having levels “Year”, “Quarter” and “Month” withvalues for a given month, which is the lowest level. A measure is a setof document elements containing measurable values. A few non-limitingexamples of measures include “Revenue”, “Costs” and “Sales” and theircorresponding values. In one form, procedure 120 is at least partiallyimplemented in the operating logic of system 20. Procedure 120 begins onFIG. 3A with the user selecting a new recordset option (stage 122). Theuser specifies a data source to use for building the recordset, such asan HTML report, and sets the selection mode option to “static element”(stage 124). The user selects an option to create a new dimension (stage126) and creates one or more levels for the new dimension (stage 127).If the smarttree feature is enabled (decision point 128), then the useris guided to add values to the final/lowest level(s) in sequence fromtop to bottom (stage 129). If the smarttree feature is not enabled(decision point 128), then the user adds the values to the final/lowestlevel(s) in any order desired (stage 130). If the user desires to addmore dimensions (decision point 132) then stages 126-130 are repeated.

Continuing with FIG. 3B, the user creates a new measure (stage 134) andadds values from the data source to the new measure (stage 136). If theuser desires to add more measures (decision point 138) then stages134-136 are repeated. The cube dimensions, levels, and measures can bestored as appropriate for further processing (stage 140). The procedurethen ends at stage 142. This procedure will be illustrated in detail inFIGS. 7-19.

Turning now to FIGS. 4A-4B, procedure 143 demonstrates the stagesinvolved in mapping information from a dynamic data source layout todimensions, levels, and measures of a multi-dimensional cube. A dynamicdata source is one that may change in the number of rows or columns thatit contains, or that may otherwise change positions or content within adocument. In one form, procedure 143 is at least partially implementedin the operating logic of system 20. Procedure 143 begins on FIG. 4Awith the user selecting a new dataset option (stage 144). The userspecifies a data source to use for building the recordset, such as anHTML report, and sets the selection mode option to “adaptive table”(stage 146). The user specifies dynamic table parameters withcorresponding weighted percentages (stage 147) that will be used toidentify and locate the particular table in the event that the datasource has changed. In one embodiment, these parameters representweightings that indicate how the user expects the data source to change.

The user selects an option to create a new dimension and specifies anoption to indicate whether the dimension is based on columns or rows ofdata (stage 148). One or more levels are added for the new dimension,each level having a corresponding rule that specifies how the level willbe generated (stage 150). As one non-limiting example, the rule mayspecify criteria such as to use values from Column 1 starting from theTop to Bottom where the text has 2 characters and starts with the letterQ. Stages 148 and 150 repeat for each dimension (stage 151).

Turning now to FIG. 4B, once the dimensions have been created, the usercreates a new measure and corresponding rules for the new measure (stage152). Stage 152 repeats for each measure (stage 154). Once thedimensions, levels, and measures have been generated with theircorresponding rules, they are stored as appropriate for furtherprocessing (stage 155). The process then ends at stage 156.

Turning now to FIG. 5, procedure 160 demonstrates the high level stagesinvolved in transforming the cube into a recordset. In one form,procedure 160 is at least partially implemented in the operating logicof system 20. Procedure 160 begins with generating and/or retrievingand/or the cube dimensions, levels, and measures for processing (stage162). The system then determines which dimension tree to use as the maintree (stage 164). The main tree is then used as a driving force todetermine the intersections with other data (stage 166). A recordset itbuilt from the intersections (stage 168). If the template is not beingsetup or modified (decision point 169), then the procedure ends at stage176. If the template is being setup or modified (decision point 169),the user can modify the recordset column descriptions as desired (stage170). The user can also specify hierarchies to be used for drilling intothe data (stage 172). The recordset template is saved to allow the datato be transformed and used at a later time in other systems (stage 174).The procedures then ends at stage 176.

Turning now to FIGS. 6A-6B, procedure 180 demonstrates the detailedstages involved in transforming the cube into a recordset. In one form,procedure 180 is at least partially implemented in the operating logicof system 20. Procedure 180 begins in FIG. 6A with generating and/orretrieving the stored cube dimensions, levels, and measures forprocessing (stage 182), if applicable. Each dimension tree is evaluatedto determine which one is largest (stage 184). The largest dimensiontree is used as the main tree for processing (stage 186). From the topof the main tree (stage 188), a leaf node is accessed (stage 190) andbecomes the current leaf node. A tree other than the current leaf nodeis traversed (stage 192) in an attempt to find an intersecting path thatterminates with the same identifier as the current leaf node (stage194). Several types of elements or combinations thereof could be used asan identifier. As one non-limiting example, the identifier can be basedon the document position of the value in the underlying document objectmodel (DOM). Continuing with FIG. 6B, if an intersecting path is found(decision point 196), then the system evaluates whether the particularpath has been encountered before (decision point 197). If the path hasnot been encountered before (decision point 197), then the measurestable is used as a lookup table to determine the column names and arecord is added to the recordset with empty columns generated from theunion of the paths from the dimension (stage 198). The current value isadded to the applicable column of the record (stage 198). If theparticular path has been encountered before (decision point 197), themeasures table is used as a lookup table to determine which column ofthe existing record to place the value in and the column value is thenpopulated in the identified column of the existing record for that path(stage 199).

If there are more dimension trees remaining to compare to the currentleaf node (decision point 200), then another dimension tree is traversedother than the current leaf node (stage 192) to see if there is anintersecting path (stage 194) requiring another record to be added tothe recordset (stage 198). Once all dimension trees have been comparedto the current leaf node, then the system determines if there are moreleaf nodes in the main tree (decision point 202). If there are more leafnodes in the main tree (decision point 202), then the next leaf nodebecomes the current leaf node (stage 190). Again, as previouslydescribed, all dimension trees other than the current leaf node aretraversed (stage 192) to see if there is an intersecting path (stage194) requiring another record to be added to the recordset (stage 192).Once all leaf nodes in the main tree have been processed, the recordsetis complete (stage 204). The procedure then ends at stage 206.

Turning now to FIG. 7, procedure 207 demonstrates the stages involved ingenerating a cube using rules for a dynamic layout (stage 182 of FIG.6A). Procedure 207 is used when the adaptive table option has beenspecified as the selection mode of the dataset and the cube needs to begenerated. In one form, procedure 207 is at least partially implementedin the operating logic of system 20. Procedure 207 begins withdetermining whether the data source layout has changed (decision point208). If the data source layout has changed, then the source table inthe data source is located from among multiple tables using variouscriteria to confirm the identity (stage 210). The system evaluates theparameters which were specified on the Dynamic Table Parameters screento identify the correct table in the data source.

Various mathematical calculations are performed on each of the tables inthe data source to identify the correct table. An illustration will nowbe provided as a non-limiting example of how the correct table can beidentified. A top level calculation is evaluated and then individualelements are calculated, with each calculation producing a result whichrepresents the “distance” between the two items being compared (i.e. twotables that each could possibly be the correct table). An example of thetop level calculation is:TableDistance=ColumnDist*ColumnDistFactor+ColumnCountDist*ColumnCountDistFactor+RowCountDist*RowCountDistFactorAs illustrated and discussed later with respect to FIG. 24, an exampleColumnDistFactor might be 0.6, ColumnCountDistFactor might be 0.2, andRowCountDistFactor might be 0.2. An example formula for calculatingColumnDist for each column header in the first and second tables is:StringDist=1−(LevenshteinDistance(string1,string2)/MAX(Length(String1),Length(String2)))

After performing the above calculations, it is known to what degree eachcolumn header in the second table matches a given column header in thefirst table. This result alone may not be sufficient in all cases sincethe distance between the columns themselves in the table may need to beconsidered. For example, a very close match several columns away shouldnot likely weigh as heavily as a slightly lesser match in the samecolumn. To incorporate the distance between columns it is necessary todevelop a weighting function that assigns a specific weight factor toeach integer distance between columns. This can be accomplished with atable of discrete values or with a continuous function operating on thedomain of nonnegative integers, as two non-limiting examples. Onepossible example employing an exponential weight function would be:ColumnDist=StringDist*eˆ−(|ColumnPosition1−ColumnPosition2|*Factor)In this example, Factor is used to modify the exponential curve to varythe weight applied for a given distance between columns.

The end result of these calculations is the identification of which ofthe multiple tables has a higher accuracy compared to the original andis thus the correct data source table to use. As stated previously,various other types of calculations can be used to locate the correctdata source table when the layouts have changed, and these examples areprovided for illustration purposes only.

If the data source layout has not changed (decision point 208), then thesource table with the unchanged layout is retrieved (stage 212). Oncethe changed or unchanged data source table is identified, the rules foreach dimension, level, and measure are applied to generate the cube forfurther processing (stage 214). The procedure then ends at stage 216.These procedures for working with dynamic data sources are illustratedin more detail in FIGS. 24-28.

Turning now to FIG. 8, procedure 220 demonstrates the stages involved inusing the transformed data in a dashboard application. In one form,procedure 220 is at least partially implemented in the operating logicof system 20. Procedure 220 begins with identifying various sources,such as reports, to use for key performance indicators (stage 222).Templates are generated that allow the desired data sources (e.g.reports) to be used in other applications (stage 224). Various keyperformance indicators are created, some of which are based on thetemplates created from the report data sources (stage 226). The keyperformance indicators are saved (stage 228) and at least some of thekey performance indicators are assigned to respective dashboard contentwindows (stage 230). The dashboard content windows are displayed to auser upon request (stage 232). The user can drill-down into at least oneof the content windows based on a hierarchy assigned in the templatecreated from the data source (stage 234). The procedure then ends atstage 236.

A hypothetical example will now be described in FIGS. 9-31 to illustratethe procedures of FIGS. 3-8. FIG. 9 is a sample HTML report havingcontent 240 that is used as a data source for the hypotheticalillustration. Turning now to FIG. 10, a simulated screen of a conversiontool user interface 250 is shown. After selecting an option to create anew recordset/dataset (stage 122), dialog box 251 is displayed. Thesettings specified by the user in the mapping tool during this processgenerate the template that allows the data to be transformed for use inother systems. The user can specify a dataset name 252, a URL/path tothe source document 253, a selection mode option 254 (stage 124), and adescription 255, and can select an OK option 256 to load the data sourcedocument into the document window 257. The selection mode option 254 isallows the user to specify whether the data source is static oradaptive/dynamic, and the option specified determines whether the cubewill be generated based on static mappings or based on rules. Dimensionsand measures are added to the dimensions area 258 and measures area 260,respectively. A data pane 262 will later display the resulting recordsetfor testing the mapping.

FIGS. 11-23 illustrate the stages involved in mapping a static datasource to dimensions, levels, and measures, and then generating arecordset as described in the procedures of FIGS. 3A-3B. FIGS. 24-28illustrate how the stages differ when the adaptive/dynamic option hasbeen selected, as described in the procedures of FIGS. 4A-4B. Turningnow to the illustration of the static mapping process, assume that theselection mode option has been set to “static element”. FIG. 11 is asimulated screen 270 that demonstrates adding a new dimension (stage126). The user first selects level values 271 for the first dimension,and then selects the new dimension option 272. A dialog box 274 isdisplayed where the user enters the dimension name, which in this caseis Period 276. After selecting the OK option 278, the dimension Period(stage 126) and the first levels Q1 and Q2 (stage 127) are added to thedimensions node 279. FIG. 12 shows the dimensions node 281 with the newPeriod levels added. The user selects the Q1 level 282, and selects themonth levels 283 to be associated with the Q1 level. Upon selecting theNew Level option 284, the month levels 283 are added (stage 127) aschildren of the Q1 level 282. As shown in FIG. 13, the simulated screen290 illustrates adding another level to the month level. Semi-monthlylevels 291 are selected, and the month levels 292 in the dimensions nodethat they should be associated with are also selected. The user thenselects the New Level option 293 to add the new semi-monthly levels(stage 127) under the January level 292. As shown in FIG. 14, thesimulated screen 300 illustrates adding values 304 to the semi-monthlylevel 1 (302). After selecting the values 304 and associated level 302,the user selects the New Level option 306 to add the values 304 aschildren to level 302 (stage 130). The simulated screen 310 of FIG. 15illustrates how the values 312 that were just added appear in thedimensions tree. These steps repeat until the level values are all addedfor the Period dimension.

Turning now to FIG. 16, the simulated screen 320 illustrates addinganother dimension. The user selects the year levels 321 to add to a newdimension, and selects the New Dimension option 322 (stage 126). Dialogbox 324 is displayed and the user inputs the name 326 for the newdimension, which in this case is Year. After selecting the OK option328, the Year dimension will be added to the dimension tree (stage 126)with levels “1999” and “2000” (stage 127). As shown in FIG. 17, thesimulated screen 330 illustrates adding a new level to the “1999” yearlevel 332. The user selects the “1999” level 332 and the correspondingvalues 334 to associate with the “1999” level 332. The user then selectsthe New Level option 336 and the values 334 are added to the dimensionsnode (stage 130). The simulated screen 340 of FIG. 18 illustrates howthe values that were just added 344 appear as children to the “1999”level 342. These steps repeat until the level values are all added forthe Year dimension.

The measures are also added to complete the mapping of themulti-dimensional cube. Measures can be added before or after thedimensions. The order the measures and dimensions are added is notimportant as long as the end result contains the desired mappings. Asshown in the simulated screen 350 of FIG. 19, the user selects thevalues for the “actual” measures 352 for adding to the measures 362tree. Next, the New Measure option 354 is selected (stage 134), and adialog box 356 is displayed. The user enters a name for the new measure358, which in this case is Actual. After selecting the OK option 360,the values 352 for the new measure are added (stage 136) to the measurestree 362. These steps are repeated to add the Budget measure values tothe measures tree 362. At this point, the cube dimensions, levels, andmeasures can be stored in memory or other storage to allow access tothem during the further processing steps (stage 140).

Turning now to FIG. 20, a treeview diagram illustrates the resultinghierarchy from mapping the sample HTML report of FIG. 9 into multipledimensions and levels, as shown in the simulated screens of FIGS. 8-16.For example, the dimensions node contains two dimensions: Period 371 andYear 372. The Period 371 dimension contains multiple levels for month(e.g. 378), semi-month (e.g. 380), and the final values for eachsemi-month (e.g. 382). The Year dimension 372 contains two levels foryear (e.g. 384 and 386), and the final values (e.g. 388) for each yearlevel. As shown in FIG. 21, a treeview diagram illustrates the resultinghierarchy from mapping the sample HTML report of FIG. 9 into multiplemeasures, as shown in the simulated screen of FIG. 19. The measures nodecontains two measures: Actual 402 and Budget 404. Each measure containsvalues (e.g. 406 and 408). At this point, the mapping steps arecomplete.

Turning now to FIG. 22, a simulated screen 500 illustrates building thetest recordset, as described in the procedures of FIGS. 4-5. Beforebuilding the test recordset, the user can select various options, suchas Edit Item 502, Update Item 504, and Delete Item 506. These optionsallow the user to modify the dimensions and measures previously added.When the user is ready to build the recordset to test to see if themapping works as desired, he selects the Refresh Data option 508. Thesystem then generates the recordset by traversing the nodes to determinewhere there are intersections (FIG. 5, stages 162-168; FIG. 5, stages182-204), and displays the resulting dataset in the data display pane510. The user can modify the column headings as desired, such as byrenaming D1 to Quarter 512. The revised column heading for Quarter 514is then displayed in the data pane 510 either automatically or the nexttime the Refresh Data option 508 is selected.

As shown in FIG. 23, simulated screen 516 illustrates how the usercustomizes all of the data columns 517 of the mapping template, asdescribed in the procedures of FIG. 5 (stage 170). The column headings518 are then updated accordingly in the data pane.

FIGS. 24-28 illustrate how the stages of mapping a data source to amulti-dimensional cube differ when the adaptive/dynamic option has beenselected, as described in the procedures of FIGS. 4A-4B. The same datasource from FIG. 9 is also be used with this example. Shown in FIG. 24is a simulated screen 520 that appears after the user has specified adata source and set the selection mode to “adaptive table” mode (stage146). The user uses screen 520 to set the dynamic table parameters(stage 147), with parameters 521 listed on the left and correspondingweights 522 listed on the right. These parameters are later used by thesystem to identify a data source table after it has been modified. Inthe current example, the column headings 523 have been given a weight of0.6, column count 524 have been given a weight of 0.2, and the row count525 have been given a weight of 0.2. This means that the column headingsof the data source will be given more weight (emphasis) in identifyingthe correct data source table than the column count and row count, whichwill also be used to help with the identification. In other words, thesevalues are weighted accordingly to evaluate the data source that hasbeen modified and locate the correct table to be used. Various othermethods can be used to correctly identify the data source table after ithas been modified. These are non-limiting examples provided forillustration purposes only.

Turning now to FIG. 25, simulated screen 526 is displayed when the userselects the option to create a new dimension. The user specifies thename 527 of the dimension, which in this example is “Period”, andwhether the dimension corresponds to columns or rows 528 of the datasource (stage 148). The simulated screens shown in FIGS. 26-28illustrate examples of adding the remaining levels for the Perioddimension with corresponding rules.

For example, screen 529 of FIG. 26 illustrates a rule for the QuarterLevel that filters on Column 1 (530), where the text is like Q? (531),using values from Column 1 (532), starting from top (533) and ending atthe bottom (534). This means that the values Q1 and Q2 from FIG. 9 willsatisfy the rule. There are many other options available for creatingrules. The “where” section 531 can include the following options fortext, as a few non-limiting examples:

-   -   Equals    -   Like    -   Starts With    -   In List    -   Not Equal    -   RegEx

Alternatively or additionally, the filter may be based on styleattributes of a cell. In this case the cascading style sheet (CSS) stylestring and/or attributes of HTML tags are provided and any cellcontaining at least these attributes will be included. As a fewnon-limiting examples, the starting 533 and ending 534 boundaries canhave the following options:

-   -   Top+/−Number    -   Parent+/−Number    -   Text (with the same options as above)    -   Style (with same CSS options as above)

The set button to the right of the text boxes allows the user to fill inthe text box based on a selected element from the document rather thanmanually typing it in. In the case that a column or row is required, itis determined based on which column or row the selected cell is in. Forstyle, the style attributes of the selected elements are used. For the“In List” function, the text from each selected cell is placed as acomma delimited list into the text box.

Screen 535 on FIG. 27 illustrates a rule for the Month Level thatfilters on Column 2 (536), where the text is one of the items in themonth list (537), using values from Column 2 (538) starting from theparent (539).

Screen 540 of FIG. 28 illustrates a rule for Semi-Month Level thatfilters on Column 3 (541), where the text is one of the items in thesemi-month list (542), using values from column 3 (543) starting fromthe parent (544). Since this is the final level, each cell that meetsthe criteria for membership will have child nodes consisting of allcells in the corresponding row which are not part of a rule for thedimension. For example, the path “Q1—January—1” will implicitly beassociated with the elements currently containing the values 125, 343,432 and 34 since they are in the same row and also in columns that arenot referenced by a rule in this dimension. Note that the remainingdimensions and measures for the data source of FIG. 9 are not shown topreserve clarity, but follow a similar format. These rules are then usedin generating the multi-dimensional cube from the dynamic data source asdescribed herein.

The simulated screen 546 of FIG. 29 illustrates customizing thedrill-down hierarchies of the template, as described in the proceduresof FIG. 5 (stage 172). This user interface can be used with recordsetsgenerated from either or both of the static and dynamic data sourcemodes described herein. The hierarchies specify the levels at which auser in an application can drill-down into the data in a content window.The implementation of hierarchies will be illustrated in more detail inFIG. 31. To specify hierarchy settings, the user selects the hierarchiesnode 547 and a dialog box 548 is then displayed. The hierarchy is givena name 549, and available levels 550 can be selected and added to theselected levels 556 box by using the add option 552. Selected levels 556can be removed using the remove option 553. The order of the selectedlevels 556 can be modified using the move up option 554 and the movedown option 555. Once the desired hierarchy has been specified, the userselects the OK option 557 to save the changes. After the user isfinished customizing the template, the changes to the template are saved(stage 174). In this example, assume the template is saved under arecordset name “Plan Vs. Actual.”

Turning now to FIG. 30, a simulated screen of a browser user interfaceadministrative tool 560 is displayed. This user interface can be usedwith recordsets generated from either or both of the static and dynamicdata source modes described herein. From this user interface 560, a usersuch as an administrator or business analyst can build a key performanceindicator (KPI) from at least one of the templates created as describedherein, and in accordance with the procedure of FIG. 8. To continue withthe current example, the user has selected Time Reporting—Plan vs Actual562 to modify. The current KPI Name 564 is displayed, along with thedescription 566, dataset/recordset source 567, and other settings. TheTime Reporting—Plan vs Actual KPI 564 points to the Plan Vs. Actualrecordset template 567 created in the examples illustrated in FIGS. 9-29(stage 226). When the user is finished modifying the settings for theselected KPI, the OK option 568 is selected (stage 228). Various optionscan be used to manage KPI's, such as New KPI 570, View KPI 572, DeleteKPI 574, and Close 576.

One or more KPI's are assigned to content windows that will be displayedto a user (stage 230). As shown in FIG. 31, a simulated screen of abrowser dashboard user interface 580 illustrates displaying multiplecontent windows 582, 584, and 586. Data displayed in content window 586(stage 232) was retrieved from the current data in the data source usingthe Plan Vs. Actual recordset template created in FIGS. 7-22. The yearbeing illustrated is “1999”, and the levels May 588 and June 590 weresummed for both semi-months for display in the bar graph. The legendidentifies the data as budget 592 and actual 594 values. The hierarchiesthat were created previously in FIG. 29 are displayed in the “selectchart drill” drop-down list 596. As the user selects a given option inthe drop-down list 596, the data in content window 586 drills up or downaccordingly (stage 234).

In one embodiment, a method is disclosed that comprises: identifying adata source; mapping a plurality of data elements from the data sourceto a multi-dimensional cube; transforming the multi-dimensional cubeinto a test recordset to determine if the plurality of data elements aremapped correctly; saving the mapping information to a template; andgenerating a final recordset from the data source using the template.

In yet another embodiment, a method is disclosed that comprises:identifying a data source; mapping a plurality of data elements from thedata source to a multi-dimensional cube by creating at least onedimension, creating at least one level for each dimension, adding afirst set of values to a selected one of the at least one level for eachdimension, creating at least one measure, and adding a second set ofvalues to the at least one measure; transforming the multi-dimensionalcube into a test recordset by determining a plurality of intersectionsin a plurality of dimension trees in the multi-dimensional cube andbuilding the test recordset from the intersections; saving the mappinginformation to a template; generating a final recordset from the datasource using the template by determining a plurality of intersections inthe plurality of dimension trees in the multi-dimensional cube andbuilding the final recordset from the intersections; and using at leastpart of the final recordset in an application.

In a further embodiment, a system is disclosed that comprises: one ormore servers; one or more conversion tools coupled to the one or moreservers over a network; one or more client computers coupled to theserver over a network; wherein said one or more conversion tools areoperable to map a plurality of data elements from a data source to amulti-dimensional cube, transform the multi-dimensional cube into a testrecordset to determine if the plurality of data elements are mappedcorrectly, and save the mapping information to a template that isaccessible by the one or more servers; and wherein one or more of saidservers contain business logic that is operable to obtain a finalrecordset from the data source using the template and to send at leastpart of the final recordset to a user interface for display.

In another embodiment, an apparatus is disclosed that comprises: adevice encoded with logic executable by one or more processors to: map aplurality of data elements from a data source to a multi-dimensionalcube, transform the multi-dimensional cube into a test recordset, andsave the mapping information to a template that allows the recordset tobe generated and sent to other applications upon request.

A person of ordinary skill in the computer software art will recognizethat the client and/or server arrangements, user interface screencontent, and data layouts could be organized differently to includefewer or additional options or features than as portrayed in theillustrations and still be within the spirit of the invention.

While the invention has been illustrated and described in detail in thedrawings and foregoing description, the same is to be considered asillustrative and not restrictive in character, it being understood thatonly the preferred embodiment has been shown and described and that allequivalents, changes, and modifications that come within the spirit ofthe inventions as described herein and/or by the following claims aredesired to be protected.

1. A method comprising: identifying a data source; mapping a pluralityof data elements from the data source to a multi-dimensional cube basedupon at least one user-defined dimension of the plurality of dataelements identified from the data source, wherein the mapping stepincludes: creating at least one level for a user-defined dimension;adding a first set of values to a selected one of the at least one levelfor each user-defined dimension; creating at least one measurerepresenting a type of data within the at least one data source; andadding a second set of values selected from the data source to the atleast one measure; wherein at least one value in the second set isassociated with at least one value selected from the first set;transforming the multi-dimensional cube into a test recordset todetermine if the plurality of data elements are mapped correctly; savingthe mapping information to a template; and generating a final recordsetfrom the data source using the template.
 2. The method of claim 1,further comprising: using at least part of the final recordset in anapplication.
 3. The method of claim 2, wherein the application is adigital dashboard with multiple content windows and at least part of thefinal recordset is displayed in one of the content windows.
 4. Themethod of claim 1, wherein the data source is electronic.
 5. The methodof claim 4, wherein the data source is an HTML document.
 6. The methodof claim 5, wherein the HTML document has a dynamic layout.
 7. Themethod of claim 6, further comprising the step of specifying at leastone rule that is applied to the data elements to generate themulti-dimensional cube prior to said transforming.
 8. The method ofclaim 7, wherein said at least one rule selects data elements based uponstring matching.
 9. The method of claim 1, wherein the data source isunstructured.
 10. The method of claim 1, wherein the selected one of theat least one level is a lowest level.
 11. The method of claim 1, whereinthe first set of values and the second set of values have at least someoverlapping values.
 12. The method of claim 1, wherein the transformingand generating steps each include: determining a plurality ofintersections in a plurality of dimension trees in the multi-dimensionalcube; and building the respective test or final recordset from theintersections.
 13. The method of claim 12, wherein the intersections aredetermined by overlapping positions of the data elements in themulti-dimensional cube.
 14. The method of claim 12, wherein thedetermining step includes: selecting a dimension tree of the pluralityof dimension trees to use as a main tree; and using the main tree as adriving force to determine the plurality of intersections.
 15. A methodcomprising: identifying an unstructured electronic data source; mappinga plurality of data elements from the data source to a multi-dimensionalcube by creating at least one dimension, creating at least one level foreach dimension, adding a first set of values to a selected one of the atleast one level for each dimension, creating at least one measure, andadding a second set of values to the at least one measure; transformingthe multi-dimensional cube into a test recordset by determining aplurality of intersections in a plurality of dimension trees in themulti-dimensional cube and building the test recordset from theintersections; saving the mapping information to a template; generatinga final recordset from the data source using the template by determininga plurality of intersections in the plurality of dimension trees in themulti-dimensional cube and building the final recordset from theintersections; and using at least part of the final recordset in anapplication.
 16. The method of claim 15, wherein at least one value inthe second set is associated with at least one value selected from thefirst set.
 17. The method of claim 16, wherein each value in the secondset is associated with at least one value selected from the first set.18. The method of claim 15, wherein the multi-dimensional cube is anOLAP cube.
 19. A system comprising: one or more servers; one or moreclient computers coupled to the server over a network, wherein eachclient computer includes a conversion tool interface; wherein saidconversion tool interface is operable to: map a plurality of dataelements from the data source to a multi-dimensional cube by creating atleast one dimension, creating at least one level for each dimension,adding a first set of values to a selected one of the at least one levelfor each dimension, creating at least one measure, and adding a secondset of values to the at least one measure; transform themulti-dimensional cube into a test recordset to determine if theplurality of data elements are mapped correctly; and save the mappinginformation to a template that is accessible by the one or more servers;wherein one or more of said servers contain business logic that isoperable to obtain a final recordset from the data source using thetemplate and to send at least part of the final recordset to a userinterface for display.
 20. The system of claim 19, wherein at least oneof said client computers is operable to display the user interface in adigital dashboard format with multiple content windows and at least partof the final recordset being displayed in one of the content windows.